The best-rated software for financial advisors, by the people who use it.
| Rank | Name | Average rating | Reviews |
|---|---|---|---|
1 | Google Voice Phone & VoIP | ★ 5.0 | 1 review |
1 |  Hazel Conversational AI Software by Altruist | ★ 5.0 | 1 review |
1 |  InfluenceLab Instantly helping financial advisors get more reach on LinkedIn (by teaching them how to become better writers) | ★ 5.0 | 1 review |
1 |  Substack Email Newsletters | ★ 5.0 | 1 review |
1 |  ThirdNexa LLC Your vendors, finally out of the spreadsheet. | ★ 5.0 | 1 review |
1 |  YCharts Investment Data/Analytics | ★ 5.0 | 1 review |
1 |  Zocks Zocks is the #1 AI Assistant for financial advisors. | ★ 5.0 | 1 review |
11 |  Google Gemini Google's AI, built into Gmail, Docs and Google Workspace | ★ 4.0 | 1 review |
11 |  Holistiplan Tax Planning | ★ 4.0 | 1 review |
11 |  Income Lab Retirement Planning | ★ 4.0 | 1 review |
11 |  Nitrogen Proposal Generation/Sales Enablement | ★ 4.0 | 1 review |
15 |  Claude for Financial Advisors Financial advisors can now connect Claude to the custodians, portfolio platforms, CRMs, and planning tools they depend on, along with new skills tailored to the daily work of a financial advisor. | ★ 3.0 | 1 review |
15 |  Orion Compliance, Portfolio Management, TAMP | ★ 3.0 | 1 review |
15 |  RightCapital Financial Planning | ★ 3.0 | 1 review |
15 |  Trayecto Equity Compensation | ★ 3.0 | 1 review |
15 |  Wealthbox CRM | ★ 3.0 | 1 review |
20 |  eMoney Client Portal, Financial Planning, Account Aggregation | ★ 2.0 | 1 review |
20 |  Kwanti Investment Data/Analytics | ★ 2.0 | 1 review |
20 |  Redtail CRM, Client Texting | ★ 2.0 | 1 review |
23 |  Envestnet MoneyGuide Financial Planning | ★ 1.0 | 1 review |
23 | ★ 1.0 | 1 review |
